Civic Intelligence

The Whales Tale

Plan context: Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan

EIN 25-1209266 • 78 filings • 23 plans

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Current Snapshot

Latest Year

2024

2024 Participants

281

2024 Assets

$8,492,339

2024 Contributions

$879,747

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,907,729$4,453,865$0200220152023YearValue
$8,492,339Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4802400199920122024YearValue
281Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241281$0$0-
The Whales Tale Health Insurance Plan-281---
20232290$8,492,339$879,747$3,034iApproximate average salary by contribution assumption: employee only about $75,840 at 4% or $50,560 at 6%; with 50% employer match about $50,560 at 4% or $33,707 at 6%; with 100% employer match about $37,920 at 4% or $25,280 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-238$8,492,339$879,747$3,696iApproximate average salary by contribution assumption: employee only about $92,410 at 4% or $61,607 at 6%; with 50% employer match about $61,607 at 4% or $41,071 at 6%; with 100% employer match about $46,205 at 4% or $30,803 at 6%.
The Whales Tale Health Insurance Plan-290---
20222335$7,764,741$889,090$2,654iApproximate average salary by contribution assumption: employee only about $66,350 at 4% or $44,233 at 6%; with 50% employer match about $44,233 at 4% or $29,489 at 6%; with 100% employer match about $33,175 at 4% or $22,117 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-335$7,764,741$889,090$2,654iApproximate average salary by contribution assumption: employee only about $66,350 at 4% or $44,233 at 6%; with 50% employer match about $44,233 at 4% or $29,489 at 6%; with 100% employer match about $33,175 at 4% or $22,117 at 6%.
The Whales Tale Health Insurance Plan-215---
20212316$7,360,813$672,815$2,129iApproximate average salary by contribution assumption: employee only about $53,229 at 4% or $35,486 at 6%; with 50% employer match about $35,486 at 4% or $23,657 at 6%; with 100% employer match about $26,615 at 4% or $17,743 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-316$7,360,813$672,815$2,129iApproximate average salary by contribution assumption: employee only about $53,229 at 4% or $35,486 at 6%; with 50% employer match about $35,486 at 4% or $23,657 at 6%; with 100% employer match about $26,615 at 4% or $17,743 at 6%.
The Whales Tale Health Insurance Plan-226---
20202302$8,907,729$904,636$2,995iApproximate average salary by contribution assumption: employee only about $74,887 at 4% or $49,925 at 6%; with 50% employer match about $49,925 at 4% or $33,283 at 6%; with 100% employer match about $37,444 at 4% or $24,962 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-302$8,907,729$904,636$2,995iApproximate average salary by contribution assumption: employee only about $74,887 at 4% or $49,925 at 6%; with 50% employer match about $49,925 at 4% or $33,283 at 6%; with 100% employer match about $37,444 at 4% or $24,962 at 6%.
The Whales Tale Health Insurance Plan-286---
20192321$6,593,208$614,590$1,915iApproximate average salary by contribution assumption: employee only about $47,865 at 4% or $31,910 at 6%; with 50% employer match about $31,910 at 4% or $21,273 at 6%; with 100% employer match about $23,933 at 4% or $15,955 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-321$6,593,208$614,590$1,915iApproximate average salary by contribution assumption: employee only about $47,865 at 4% or $31,910 at 6%; with 50% employer match about $31,910 at 4% or $21,273 at 6%; with 100% employer match about $23,933 at 4% or $15,955 at 6%.
The Whales Tale Health Insurance Plan-291---
20182332$6,750,705$624,683$1,882iApproximate average salary by contribution assumption: employee only about $47,039 at 4% or $31,360 at 6%; with 50% employer match about $31,360 at 4% or $20,906 at 6%; with 100% employer match about $23,520 at 4% or $15,680 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-332$6,750,705$624,683$1,882iApproximate average salary by contribution assumption: employee only about $47,039 at 4% or $31,360 at 6%; with 50% employer match about $31,360 at 4% or $20,906 at 6%; with 100% employer match about $23,520 at 4% or $15,680 at 6%.
The Whales Tale Health Insurance Plan-296---
20172366$6,182,754$574,570$1,570iApproximate average salary by contribution assumption: employee only about $39,247 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,443 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-366$6,182,754$574,570$1,570iApproximate average salary by contribution assumption: employee only about $39,247 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,443 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
The Whales Tale Health Insurance Plan-189---
20162351$5,675,221$597,456$1,702iApproximate average salary by contribution assumption: employee only about $42,554 at 4% or $28,369 at 6%; with 50% employer match about $28,369 at 4% or $18,913 at 6%; with 100% employer match about $21,277 at 4% or $14,185 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-351$5,675,221$597,456$1,702iApproximate average salary by contribution assumption: employee only about $42,554 at 4% or $28,369 at 6%; with 50% employer match about $28,369 at 4% or $18,913 at 6%; with 100% employer match about $21,277 at 4% or $14,185 at 6%.
The Whales Tale Health Insurance Plan-255---
20152349$5,600,979$637,820$1,828iApproximate average salary by contribution assumption: employee only about $45,689 at 4% or $30,459 at 6%; with 50% employer match about $30,459 at 4% or $20,306 at 6%; with 100% employer match about $22,845 at 4% or $15,230 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-349$5,600,979$637,820$1,828iApproximate average salary by contribution assumption: employee only about $45,689 at 4% or $30,459 at 6%; with 50% employer match about $30,459 at 4% or $20,306 at 6%; with 100% employer match about $22,845 at 4% or $15,230 at 6%.
The Whales Tale Health Insurance Plan-290---
20142343$5,848,137$479,646$1,398iApproximate average salary by contribution assumption: employee only about $34,960 at 4% or $23,306 at 6%; with 50% employer match about $23,306 at 4% or $15,538 at 6%; with 100% employer match about $17,480 at 4% or $11,653 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-343$5,848,137$479,646$1,398iApproximate average salary by contribution assumption: employee only about $34,960 at 4% or $23,306 at 6%; with 50% employer match about $23,306 at 4% or $15,538 at 6%; with 100% employer match about $17,480 at 4% or $11,653 at 6%.
The Whales Tale Health Insurance Plan-267---
20132356$5,710,456$552,537$1,552iApproximate average salary by contribution assumption: employee only about $38,802 at 4% or $25,868 at 6%; with 50% employer match about $25,868 at 4% or $17,245 at 6%; with 100% employer match about $19,401 at 4% or $12,934 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-356$5,710,456$552,537$1,552iApproximate average salary by contribution assumption: employee only about $38,802 at 4% or $25,868 at 6%; with 50% employer match about $25,868 at 4% or $17,245 at 6%; with 100% employer match about $19,401 at 4% or $12,934 at 6%.
The Whales Tale Health Insurance Plan-281---
20122326$4,681,844$493,737$1,515iApproximate average salary by contribution assumption: employee only about $37,863 at 4% or $25,242 at 6%; with 50% employer match about $25,242 at 4% or $16,828 at 6%; with 100% employer match about $18,932 at 4% or $12,621 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-326$4,681,844$493,737$1,515iApproximate average salary by contribution assumption: employee only about $37,863 at 4% or $25,242 at 6%; with 50% employer match about $25,242 at 4% or $16,828 at 6%; with 100% employer match about $18,932 at 4% or $12,621 at 6%.
The Whales Tale Health Insurance Plan-326---
20112342$4,474,240$468,302$1,369iApproximate average salary by contribution assumption: employee only about $34,233 at 4% or $22,822 at 6%; with 50% employer match about $22,822 at 4% or $15,214 at 6%; with 100% employer match about $17,116 at 4% or $11,411 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-342$4,474,240$468,302$1,369iApproximate average salary by contribution assumption: employee only about $34,233 at 4% or $22,822 at 6%; with 50% employer match about $22,822 at 4% or $15,214 at 6%; with 100% employer match about $17,116 at 4% or $11,411 at 6%.
The Whales Tale Health Insurance Plan-253---
20102353$4,470,041$500,127$1,417iApproximate average salary by contribution assumption: employee only about $35,420 at 4% or $23,613 at 6%; with 50% employer match about $23,613 at 4% or $15,742 at 6%; with 100% employer match about $17,710 at 4% or $11,807 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-353$4,470,041$500,127$1,417iApproximate average salary by contribution assumption: employee only about $35,420 at 4% or $23,613 at 6%; with 50% employer match about $23,613 at 4% or $15,742 at 6%; with 100% employer match about $17,710 at 4% or $11,807 at 6%.
The Whales Tale Health Insurance Plan-266---
20092346$3,594,323$494,824$1,430iApproximate average salary by contribution assumption: employee only about $35,753 at 4% or $23,835 at 6%; with 50% employer match about $23,835 at 4% or $15,890 at 6%; with 100% employer match about $17,877 at 4% or $11,918 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-346$3,594,323$494,824$1,430iApproximate average salary by contribution assumption: employee only about $35,753 at 4% or $23,835 at 6%; with 50% employer match about $23,835 at 4% or $15,890 at 6%; with 100% employer match about $17,877 at 4% or $11,918 at 6%.
The Whales Tale Health Insurance Plan-273---
20082340$0$0-
The Whales Tale Health Insurance Plan-340---
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
20072325$0$0-
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
The Whales Tale Health Insurance Plan-325---
20062343$0$0-
The Whales Tale Health Insurance Plan-343---
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
20053332$0$0-
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
The Whales Tale Health Insurance Plan-332---
FAMILY LINKS, INC. MONEY PURCHASE P LAN-0---
20047313$69,014$0-
FAMILY LINKS, INC. MONEY PURCHASE PLAN-0$69,014--
The Whales Tale Group Std & Ltd Plan-0---
The Whales Tale Group Life and Ad & D Plan-0---
The Whales Tale Vision Plan-0---
The Whales Tale Dental Plan-0---
The Whales Tale Health Insurance Plan-313---
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
20037480$1,593,543$73,135$152iApproximate average salary by contribution assumption: employee only about $3,809 at 4% or $2,539 at 6%; with 50% employer match about $2,539 at 4% or $1,693 at 6%; with 100% employer match about $1,905 at 4% or $1,270 at 6%.
FAMILY LINKS, INC. MONEY PURCHASE PLAN-114$1,593,543$73,135$642iApproximate average salary by contribution assumption: employee only about $16,038 at 4% or $10,692 at 6%; with 50% employer match about $10,692 at 4% or $7,128 at 6%; with 100% employer match about $8,019 at 4% or $5,346 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
The Whales Tale Group Life and Ad & D Plan-320---
The Whales Tale Vision Plan-263---
The Whales Tale Health Insurance Plan-480---
The Whales Tale Dental Plan-281---
The Whales Tale Group Std & Ltd Plan-255---
20027373$1,552,652$358,782$962iApproximate average salary by contribution assumption: employee only about $24,047 at 4% or $16,031 at 6%; with 50% employer match about $16,031 at 4% or $10,688 at 6%; with 100% employer match about $12,024 at 4% or $8,016 at 6%.
FAMILY LINKS, INC. MONEY PURCHASE PLAN-254$1,552,652$358,782$1,413iApproximate average salary by contribution assumption: employee only about $35,313 at 4% or $23,542 at 6%; with 50% employer match about $23,542 at 4% or $15,695 at 6%; with 100% employer match about $17,657 at 4% or $11,771 at 6%.
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
The Whales Tale Vision Plan-212---
The Whales Tale Health Insurance Plan-373---
The Whales Tale Group Std & Ltd Plan-301---
The Whales Tale Dental Plan-311---
The Whales Tale Group Life and Ad & D Plan-352---
20017398$0$0-
The Whales Tale Health Insurance Plan-398---
The Whales Tale Group Life and Ad & D Plan-197---
The Whales Tale Group Std & Ltd Plan-277---
The Whales Tale Dental Plan-185---
The Whales Tale Vision Plan-197---
Familylinks Internal Revenue Code Section 403(B) Tax Deferred Annuity Plan-0---
FAMILY LINKS, INC MONEY PURCHASE PLAN-275---
20005197$0$0-
The Whales Tale Vision Plan-192---
The Whales Tale Health Insurance Plan-66---
The Whales Tale Dental Plan-189---
The Whales Tale Group Std & Ltd Plan-160---
The Whales Tale Group Life and Ad & D Plan-197---
19995188$0$0-
The Whales Tale Group Life and Ad & D Plan-0---
The Whales Tale Vision Plan-184---
The Whales Tale Health Insurance Plan-0---
The Whales Tale Dental Plan-188---
The Whales Tale Group Std & Ltd Plan-154---